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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2011
- Office Locations
- 1
Office Locations
About A Better WAY Financial, LLC
A Better Way Financial is an independent, fiduciary retirement planning firm serving retirees and those nearing retirement. The team builds tailored plans spanning retirement and income planning, tax planning, and custom investment strategies designed to align portfolios to retirement goals and manage downside risk. The firm also runs an “Empower Your Retirement” media network (radio, podcast, YouTube/TV) and hosts local dinner workshops.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FRANK GUIDA
Investment Advisor, Managing Member
- CRD
- #1499368
- Ownership
- 25% but less than 50%
KIMBERLY ANNE GUIDA
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Anthony Alan Davis
--
- CRD
- #7801795
Noah Aaron Williams
Paraplanner
- CRD
- #7083002
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,286,260 | $110,363 |
| Non-Discretionary | $3,678,098 | $141,465 |
| Total | $108,964,358 | $111,188 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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